Is the Fed really about to hike rates? On CoinDesk's Public Keys at the @NYSE, @LumidaWealth's @ramahluwalia makes the non-consensus case for no rate hike — and why AI still has more room to run than crypto. Plus, @fairmint's Joris Delanoue on the SEC's biggest transfer-agent overhaul in decades. Watch with @JennSanasie. Chapters/Timecodes: 00:00 Welcome to Public Keys 00:21 Crypto Green as AI Stocks Sell Off, Oil Tops $100 00:47 Lumida's Ram Ahluwalia on the Macro Picture 01:23 The Non-Consensus Call: No Rate Hike Coming 03:26 Anthropic's Coming S1 and the AI "Nothing Burger" 04:46 Why AI Has More Room to Run Than Crypto 06:58 Tokenization, DeFi, and the CLARITY Act 08:30 Ahluwalia's Top AI Plays and Midterm Positioning 10:27 SEC Proposes Biggest Transfer-Agent Overhaul in Decades 10:42 Fairmint's Joris Delanoue Joins 11:41 The Tokenization Paper-Crisis Parallel 12:43 Three Models of Tokenized Equities 15:17 The AMC–Robinhood Fight Over Stock Tokens 16:19 Fixing the Issuer-Shareholder Disconnect 18:38 Educating CEOs on What Tokenization Unlocks 20:31 ETF Flows: BTC Bleeds $463M, ETH Gains $197M